"I work with a diverse group of clients, from high-net-worth individuals to business owners, each with their own individualized financial objectives and risk tolerance."
Gregory Walker

Gregory Walker

"I work with a diverse group of clients, from high-net-worth individuals to business owners, each with their own individualized financial objectives and risk tolerance."
About Gregory Walker

Welcome

I work with a diverse group of clients, from high-net-worth individuals to business owners, each with their own individualized financial objectives and risk tolerance. My full-service financial advisory practice is founded upon the core values of rigorous analysis, investment discipline and a customer-centric approach. I bring a dedicated work ethic to help identify promising companies and industries, striving to push beyond the transactional, and tap a reservoir of research on business sectors and global economic conditions to help determine the opportune time not just to buy, but to sell. Communication is a key component of my holistic approach, and I believe that success is measured beyond returns—I endeavor to be sensitive to each client's situation, and bring transparency and clarity to investment decisions.
My ultimate investment objective is this: to do what is right for my clients and keep them always informed.

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Insights

Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
Wealth Planning

Make philanthropy a family affair

October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
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